Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Checo is a financial advisor with Fidelity Personal and Workplace Advisors. Jose is a registered representative with FINRA and holds Series 6, Series 7TO, and Series 63 licenses. Jose has been in the industry since 2018. Before joining Fidelity, Jose worked at Northwestern Mutual Investment Services, LLC in Orlando, Florida. Jose provides financial planning, educational seminars, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
10/10/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
04/04/2018 - 12/20/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
BC
Issued 05/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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